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论文编号：	11177
作者编号：	2320170308
上传时间：	2019/12/8 17:33:46
中文题目：	华泰证券财富管理业务差异化策略研究
英文题目：	Research on Differentiation Strategy of Wealth Management Business of Huatai Securities
指导老师：	王曼舒
中文关键字：	证券公司；财富管理；差异化策略；投资顾问
英文关键字：	Securities companies；Wealth management；differentiation strategy；Investment Adviser
中文摘要：	近些年，证券行业经纪业务的经营环境发生了巨大的变化，沪深股市日均交易量不断下滑，行业佣金率水平持续加速下滑，通道业务竞争日益激烈，在此背景下，传统以佣金收入为主的经纪业务面临着巨大挑战，听天由命的经营模式势必将被淘汰。经纪业务战略转型迫在眉睫，而大力发展财富管理业务将是一个重要转型的突破口。财富管理业务具有良好的发展前景，将成为经纪业务战略转型的契机和优化收入模式的路径。 本文通过综合研究当前国际内外财富管理业务的发展模式证券行业发展趋势的大背景出发，结合当前国内证券公司面临的发展宏观和微观环境，同时结合华泰证券财富管理业务的现状，分析华泰证券财富管理业务发展的内外部环境。从华泰证券公司基本状况、产品构成、客户分类、收入结构等角度，全面分析了华泰证券财富管理业务转型过程中存在的现实问题。总结归纳适合华泰证券财富管理业务差异化策略，为进一步优化华泰证券财富管理业务转型提供理论依据与参考。 本文结合多年的工作实践经验，深入探讨在巩固当前发展成果的基础上，从品牌建设、考核管理办法、引进优秀人才、管理制度、内部管理、服务体验等多维度打造差异化的核心竞争力，打造具有领先优势的、差异化、不可取代的专业财富管理竞争力。
英文摘要：	In recent years, the operating environment of the brokerage business in the securities industry has undergone tremendous changes. The daily trading volume of the Shanghai-Shenzhen stock market has continued to decline, the level of the industry's commission rate has continued to accelerate, and the competition in the channel business has become increasingly fierce. The traditional commission revenue-oriented brokerage business faces great challenges and the resigned business model is bound to be eliminated. The strategic transformation of brokerage business is imminent, and the development of wealth management business will be an important breakthrough. The wealth management business has a good development prospect and will become an opportunity for strategic transformation of brokerage business and a way to optimize revenue model. Based on a comprehensive study of the current international and domestic wealth management business development model of the securities industry development trend, combined with the current domestic securities companies faced with the development of the macro and micro environment, while combining the status quo of Huatai Securities wealth management business, Analyze the internal and external environment of the wealth management business development of Huatai Securities. Based on the basic situation, product composition, customer classification and income structure of huatai securities company, this paper analyzes the current problems in the transformation of huatai securities wealth management business. Summarizing and summarizing the strategies for the differentiation of the wealth management business of Huatai Securities, and providing theoretical basis and reference for further optimizing the transformation of the wealth management business of Huatai Securities. Based on years of work experience, this paper explores in depth the core competitiveness of building a differentiated brand, assessing management methods, introducing outstanding talents, management systems, internal management, service experience and other multi-dimensions on the basis of consolidating current development achievements. Build a leading, differentiated and irreplaceable professional wealth management competitiveness.
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